JPLA
EPI icon

Joseph P. Lucia & Associates’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Joseph P. Lucia & Associates’s Portfolio EPI Stock Details EPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-14,000
Closed -$227K – 483
2020
Q1 		$227K Sell
14,000
-4,100
-23% -$91.4K 0.25% 77
2019
Q4 		$451K Sell
18,100
-5,000
-22% -$121K 0.41% 63
2019
Q3 		$551K Buy
23,100
+400
+2% +$9.61K 0.57% 47
2019
Q2 		$592K Buy
+22,700
New +$589K 0.62% 46

Other funds holding EPI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Joseph P. Lucia & Associates's EPI Position: Q2 2020 in Review

Joseph P. Lucia & Associates sold out of WisdomTree India Earnings Fund ETF (EPI) in Q2 2020, closing a stake of 14,000 shares — an estimated $227K sold.

Joseph P. Lucia & Associates first reported a position in EPI in Q2 2019 and held it in 4 quarters. The position peaked at $592K in Q2 2019. 113 funds tracked by Wall St. Rank hold EPI as of Q2 2020.

  • Joseph P. Lucia & Associates reported no remaining WisdomTree India Earnings Fund ETF position as of Q2 2020 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 14,000 WisdomTree India Earnings Fund ETF shares in Q2 2020, an estimated $227K.
  • Joseph P. Lucia & Associates first reported a position in WisdomTree India Earnings Fund ETF in Q2 2019 and held it in 4 quarters.
  • Joseph P. Lucia & Associates's WisdomTree India Earnings Fund ETF position peaked at $592K in Q2 2019.
  • 113 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2020.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2020, filed 10 Jul 2020.